Supplier Supply Stoppages and Procurement Delays
First written in FY2024. 2 of 4 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-07-15.
Tmh moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- 2026-07-15MaterialisedEarnings forecast revision
「This was due to bids for large used-equipment projects not being conducted as initially expected from the second quarter onward, temporarily reducing procurement opportunities (approximately ¥2,145 million impact on sales).」
The reduction in procurement opportunities caused by bids for large used-equipment projects not being conducted was quantified as an approximately ¥2,145 million impact on sales and specified as a factor behind the downward revision to the full-year earnings forecast. - FY2026-H1MaterialisedAnnual report
「This was mainly because the order backlog at the end of the previous consolidated fiscal year was largely recognized as revenue during the interim consolidated accounting period, while the planned procurement volume could not be secured because the anticipated tender for purchasing large used equipment was not held.」
A procurement delay actually occurred because the tender for large used equipment was not held and the planned volume could not be secured. - FY2025RestatedAnnual report
「To mitigate this risk, we have established relationships with more than 200 suppliers around the world.」
The policy of diversifying procurement sources through a supplier network of more than 200 companies continues. - FY2024First statedAnnual report
「To mitigate this risk, we have established relationships with more than 200 suppliers around the world.」
The policy is to reduce dependence on any particular supplier by securing a broad range of procurement sources.